All Profile Task

All Profile Task will show you all of the profiles that have been created in the system. Examples of these profiles are the profiles that run the extracts, load per diem rates/cities, and load the currency rates.

To Create a Profile:

  1. Expand Data Piping
  2. Click on All Profile Task
  3. Click on Add
  4. Give your profile a:
    1. Name: Give a name to your profile that will help whoever is running it be able to tell what the profile actually does
    2. Profile Type: There are several Profile Types to choose from such as:
      • Add new users to Jasper Server
      • Reoccurring Expenses  
      • Import from a File
      • Export to a File
      • Import from URL Get
      • Post/Extract Expenses
      • Post/Extract Timesheets
      • Reset Opened Time and Expense Status
      • Rollback Expense Extracted/Posted
      • Rollback Time Extracted/Posted
    3. Description: optional
  5. Click Save
  6. Click on the Parameters tab
  7. Enter the necessary parameters for this profile.
  8. Click Save
  9. Click on the Job Schedule tab (this tab allows you to schedule profiles to run automatically)
  10. Enter the:
    • Interval: This is the kind of interval that the profile will run in (example: Daily, 1 Hour, Bi-Weekly, Monthly, no schedule)
    • Start: This is the date and time that this profile will start running if scheduled
    • End: This is the date and time that this profile will cease to run.
    • Time: This is the time that this profile will run (if interval is daily, bi-weekly, monthly, etc)
    • Weekday: This is the day of the week that the profile will run (if interval is bi-weekly, monthly, etc)
    • Log-kept Days: This is how many days the system will keep a log of this profile running after it runs.
    • Notifiee: This is the e-mail address of the person being sent the e-mail for notifications about this profile (you can click "With Attachments" to include an attachment on the e-mail)
    • On Event: These are the events that the Notifiee will get the notifications about (example, you can say "On Error", "On Information", "On Warning" and "On Running" to cover all your bases)
    • Number Format: This is how the numbers will display.
    • Datetime Format: This is how the date will display.

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